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Vertex Investment Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Vertex Investment Solutions’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9M Buy
410,200
+6,500
+2% +$379K 16.11% 1
2026
Q1 		$23.6M Buy
403,700
+235,200
+140% +$13.8M 27.3% 1
2025
Q4 		$9.9M Buy
+168,500
New +$9.91M 9.81% 5

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Vertex Investment Solutions's VGSH Position: Q2 2026 in Review

Vertex Investment Solutions increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.6% in Q2 2026, buying an estimated $379K and bringing the position to 410,200 shares worth $23.9M. The position accounts for 16.11% of the portfolio, ranked #1.

Vertex Investment Solutions first reported a position in VGSH in Q4 2025 and has held it in 3 quarters since. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Vertex Investment Solutions held 410,200 shares of Vanguard Short-Term Treasury ETF worth $23.9M as of Q2 2026.
  • Vertex Investment Solutions bought 6,500 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $379K.
  • Vanguard Short-Term Treasury ETF made up 16.11% of Vertex Investment Solutions's portfolio in Q2 2026, its #1 holding.
  • Vertex Investment Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Vertex Investment Solutions's 13F filing for Q2 2026, filed 15 Jul 2026.